Specialist financial mis-selling solicitors
Claim compensation for the mis-selling of financial products
The world of investments, pensions and tax is complex. When it comes to advice in this area, claims are on the horizon when someone receives, and acts upon, inadequate or misleading professional advice and loses money as a result. For example, being encouraged to make investments which presented more risk than someone had been led to believe, or encouraging someone to take part in a tax-mitigation vehicle without explaining the potential downsides.
If you believe you may have received poor financial or tax advice, our financial mis-selling solicitors are ready to help you seek to recover your losses.
Our highly successful team have extensive experience in pursuing financial mis-selling compensation for those mis-advised by individual advisers, firms, and financial institutions, and are fully committed to achieving the best outcome for you.
How our experts can help you
We will consider your case carefully and assess the likelihood of a successful claim based on the advice you received in relation to your personal circumstances.
We will then advise you as to your options and a recommended course of action , be that through the courts, Financial Ombudsman Service (FOS), Pensions Ombudsman, mediation or negotiation.
Here are some examples of the issues we can advise you on:
Investment mis-selling
This may include investing in something which was not suitable for you, that was too high risk, or that did not meet your needs. We can advise you about the recommendations that were made to you and the prospects of recovering compensation.
Tax avoidance schemes
We can assess the advice you were given to engage in various forms of tax-saving schemes, such as film partnerships, and explain the options you have to try to recover any losses.
Pension disputes
Disputes may arise surrounding advice to transfer from a secure pension arrangement into a self-invested personal pension (SIPP) and invest in high risk products, or any advice which caused a pension to lose substantial money. We can discuss your circumstances with you and whether you were mis-sold pension advice .
Equity release and shared appreciation mortgages
If you feel that the terms and mechanics of any form of equity release mortgage, including shared appreciation mortgages, were not explained, or that the explanation was misleading, we can advise you about making a claim.
Clarke Willmott – your legal partner for life
- We fight hard on your behalf to secure the best possible outcome for you with the minimum of fuss.
- Our team of solicitors, which includes qualified financial advisers, has the depth and breadth of experience to understand the issues at play on both sides, giving us the edge over other law firms.
- We offer flexible fee and funding arrangements including no-win, no-fee.
- You can depend on us to be transparent and honest with you from day one. We will also explain everything clearly to you and listen to what you need from us.
What our clients say
“They have a real quality and depth in the team.” – Chambers UK, 2024
“The team were very capable and dealt with the matters in a very timely fashion.” – Chambers UK, 2024
‘Real litigation expertise combined with sensitivity to costs.’ – Legal 500, 2024
‘One of the most well-balanced teams in the business. They have someone who can do everything and resource their cases appropriately.’ – Legal 500, 2024
Contact our financial mis-selling specialists today
Our specialist financial mis-selling solicitors are ready to discuss your case.
For advice on taking action to recover your losses, either on your own or as part of a group, call for a free no obligation initial consultation on 0800 652 8025 or get in touch online.